ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 209 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.65 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,942,762 | -2.9% | 35,426 | +0.9% | 0.65% | +0.9% |
| Q2 2023 | $2,000,255 | +14.5% | 35,123 | +15.5% | 0.64% | +0.3% |
| Q1 2023 | $1,746,831 | -6.7% | 30,422 | -8.9% | 0.64% | -14.8% |
| Q4 2022 | $1,873,176 | +7.2% | 33,384 | +3.6% | 0.75% | +4.3% |
| Q3 2022 | $1,747,000 | +59.8% | 32,212 | +66.5% | 0.72% | +65.4% |
| Q2 2022 | $1,093,000 | -13.9% | 19,352 | -11.4% | 0.43% | +1.2% |
| Q1 2022 | $1,270,000 | -15.4% | 21,833 | -9.4% | 0.43% | -13.0% |
| Q4 2021 | $1,502,000 | -38.3% | 24,100 | -38.5% | 0.49% | -44.2% |
| Q3 2021 | $2,433,000 | +13.7% | 39,187 | +14.7% | 0.88% | -4.7% |
| Q2 2021 | $2,139,000 | +16.7% | 34,158 | +15.8% | 0.93% | +14.1% |
| Q1 2021 | $1,833,000 | +6.8% | 29,503 | +8.0% | 0.81% | -2.8% |
| Q4 2020 | $1,717,000 | +70.3% | 27,321 | +69.1% | 0.84% | +40.7% |
| Q3 2020 | $1,008,000 | +116.8% | 16,155 | +116.0% | 0.59% | +77.8% |
| Q2 2020 | $465,000 | – | 7,479 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Slow Capital, Inc. | 545,488 | $31,736,000 | 5.93% |
| Towerpoint Wealth, LLC | 130,186 | $7,574,000 | 3.76% |
| Opes Wealth Management LLC | 148,287 | $8,627,000 | 2.81% |
| MISSION WEALTH MANAGEMENT, LP | 943,386 | $54,886,000 | 2.54% |
| Safeguard Investment Advisory Group, LLC | 50,756 | $2,953,000 | 2.02% |
| Warren Street Wealth Advisors, LLC | 39,115 | $2,276,000 | 1.99% |
| Omega Financial Group, LLC | 77,455 | $4,506,000 | 1.95% |
| Aries Wealth Management | 77,455 | $4,506,000 | 1.95% |
| Boltwood Capital Management | 63,963 | $3,721,000 | 1.44% |
| Orin Green Financial, LLC | 37,140 | $2,161,000 | 1.41% |